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Upturn AI SWOT - About
JPMorgan International Value ETF (JIVE)
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Upturn Advisory Summary
03/27/2025: JIVE (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 9.78% | Avg. Invested days 43 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Volume (30-day avg) 12883 | Beta - | 52 Weeks Range 48.93 - 63.67 | Updated Date 03/27/2025 |
52 Weeks Range 48.93 - 63.67 | Updated Date 03/27/2025 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Geography revenue - Year on Year
Upturn AI SWOT
JPMorgan International Value ETF
ETF Overview
Overview
The JPMorgan International Value ETF (IVAL) seeks to provide investment results that closely correspond to the performance of the Scientific Beta Developed ex US ex Korea Value Index. It focuses on developed markets outside the US and Korea, targeting undervalued companies based on various financial ratios. The ETF's investment strategy involves selecting and weighting stocks according to a value-oriented methodology.
Reputation and Reliability
JPMorgan is a well-established financial institution with a strong reputation and extensive experience in asset management.
Management Expertise
JPMorgan's management team is highly experienced in managing ETFs and value-oriented investment strategies.
Investment Objective
Goal
To provide investment results that closely correspond to the performance of the Scientific Beta Developed ex US ex Korea Value Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the Scientific Beta Developed ex US ex Korea Value Index.
Composition The ETF primarily holds stocks of undervalued companies in developed markets, excluding the US and Korea.
Market Position
Market Share: Data unavailable
Total Net Assets (AUM): 258750324.27
Competitors
Key Competitors
- SPDRu00ae Portfolio Developed World ex-US ETF (SPDW)
- Vanguard FTSE Developed Markets ETF (VEA)
- iShares Core MSCI EAFE ETF (IEFA)
Competitive Landscape
The international value ETF market is competitive, with various ETFs offering similar exposure to developed markets outside the US. IVAL distinguishes itself through its specific value-oriented index and potentially lower expense ratio compared to some competitors. However, larger ETFs like VEA benefit from greater liquidity and AUM.
Financial Performance
Historical Performance: Historical performance data is readily available but not provided numerically here for the sake of brevity. Refer to financial data websites for performance data.
Benchmark Comparison: The ETF's performance should be compared to the Scientific Beta Developed ex US ex Korea Value Index to assess its tracking efficiency.
Expense Ratio: 0.09
Liquidity
Average Trading Volume
IVAL exhibits a reasonable average trading volume, allowing for efficient trading for most investors.
Bid-Ask Spread
The bid-ask spread for IVAL is typically narrow, indicating good liquidity and lower trading costs.
Market Dynamics
Market Environment Factors
Economic indicators in developed countries, interest rate policies, and currency fluctuations all impact IVAL. Additionally, sector-specific growth prospects within these economies influence performance.
Growth Trajectory
Growth depends on the ETF's ability to efficiently track its index and attract investors seeking value-oriented international exposure; strategy and holdings can change to optimize tracking.
Moat and Competitive Advantages
Competitive Edge
IVAL benefits from JPMorgan's brand recognition and expertise in asset management. Its competitive advantage lies in its focus on a value-oriented strategy within developed markets, excluding the US and Korea, which offers a unique investment proposition. The ETF's low expense ratio further enhances its appeal to cost-conscious investors. This combination of brand, strategy, and cost-effectiveness positions IVAL favorably in the competitive landscape.
Risk Analysis
Volatility
IVAL's volatility depends on the volatility of the underlying international equity markets and the specific value stocks it holds.
Market Risk
IVAL is subject to market risk, including economic downturns, geopolitical events, and currency fluctuations in the developed markets it invests in.
Investor Profile
Ideal Investor Profile
The ideal investor for IVAL is someone seeking value-oriented exposure to developed international markets (excluding the US and Korea) with a long-term investment horizon.
Market Risk
IVAL is suitable for long-term investors looking to diversify their portfolios with international value stocks; it is less suitable for active traders due to its focus on long-term value.
Summary
The JPMorgan International Value ETF (IVAL) provides targeted exposure to value stocks in developed markets, excluding the US and Korea. Managed by JPMorgan, a reputable financial institution, IVAL offers a cost-effective way to access international value opportunities. The ETF's performance is closely tied to the Scientific Beta Developed ex US ex Korea Value Index, and its success hinges on the continued attractiveness of its value-oriented strategy. IVAL is most suitable for long-term investors seeking diversified international exposure, but is exposed to international market volatility. Competitors like VEA hold more of the market share, therefore a broader approach may benefit some investors.
Similar Companies
- EFV
- IHDG
- IVAL
Sources and Disclaimers
Data Sources:
- JPMorgan
- ETF.com
- Investopedia
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions and ETF performance can change over time. Consult with a financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About JPMorgan International Value ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests primarily in equity securities and equity-related instruments of foreign companies, including foreign subsidiaries of U.S. companies. The fund may invest in issuers located in both developed foreign and emerging market countries. Developed foreign countries include Australia, Canada, Israel, Japan, New Zealand, Singapore, the United Kingdom, most of the countries of Western Europe and Hong Kong; emerging market countries include most of the other countries in the world.
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